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About Teams and Document Routing

Teams are groups of users, or user roles, that are used to streamline data authentication and workflow notification. 

Types of team members:

  • Author – user who participated in data entry.
  • Authenticator – user required to sign off a form, but who was not the data author.
  • Supervisor – user required to approve data entry of another user.
  • Transcriber – user who enters data for an author.
  • Finalizer – user who enters the last signature on a form.

 

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